Review and manage document details in split view
Use the split-view layout to review a document’s content, track versions and comments, and perform key document actions.
This guide is designed for project manager.
Steps
Step 1: Open a document in split view
From the document list, select a document to open it in the split-view layout, with the mini document list on the left and the detailed tabs on the right.
Step 2: Navigate between documents
Use the mini document list and the previous/next controls to move quickly between related documents while keeping the detail pane in view.
Step 3: Review document content and preview
Open the Content tab to read the full document, use the preview controls to open embedded views, and toggle full-screen or compact views as needed.
Step 4: Check connections and workflow metadata
Switch to the Connections tab to review links to drawings, reports, virtual documents, tags, and workflow information relevant to the selected document.
Step 5: Track versions and download revisions
Open the Versions tab to view the revision chain, compare drawing changes where available, and download specific revisions for offline review.
Step 6: Review and add comments
Use the Comments tab to read existing discussion, add new comments tied to the document, and keep decisions and clarifications centrally recorded.
Step 7: Apply document updates and section operations
Use the available editing and apply controls to update document sections, apply extraction or schedule updates, and save changes back to the document record.
Step 8: Manage quick upload and virtual document status
For quick-uploaded or virtual documents, check their processing status, refresh when needed, and confirm when items are ready for use in your project.
Step 9: Download, share, and export
Use the download and share actions in the header to export the current revision, share links with your team, or open documents in external tools where supported.
Last updated: 2026-08-18